I told my client to put everything in tech stocks right before the market crashed and now he's lost 40% of his retirement fund and won't return my calls.
More people experience this than they realize.
The weight of professional responsibility becomes unbearable when your judgment directly harms those who trusted you.
“Where Are You with Financial Services — Financial Advisory & Wealth Management?”
Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.
If this sounds familiar, the Library can help you find the bigger picture.